Step 1: Set up your team

Creating your team, inviting members, and setting up channels effectively is the first step in organizing the conversations and work you participate in daily. Once created, you can go further by using your team to share files and meeting notes in a centralized way.

How to create a team, invite co-workers, and set-up channels

It is helpful to think of a team as a group of people you’d like to work with on a specific project or subject, while a channel is more specific, and dedicated to different topics beneath the overall subject.

Learn how to create a team, invite co-workers, and set up channels

Conversations in channels can be seen and searched for by the entire team. You can participate in conversations, like or save important ones, mention specific people so they see your message, and even edit a file that’s been added to the conversation.

Learn how to work in channels

How invite a person from outside of UM to a Teams meeting 

Faculty, staff and students with a Microsoft 365 license can: 

  • Invite people outside of your organization to a Teams meeting with another email address. 
  • Add people who do not have a or email address as a “guest” to any Team you create. Once they are a guest in a Team, you can invite them to a meeting, collaborate, chat and share files in a channel.

Learn how to invite someone OUTSIDE of your organization to a Teams meeting:

Invite Anyone from Outside of Your Organization to your Meeting 

How to Join a Team meeting you were invited to if you are a Guest

How to upload and share files

You can easily share files with your coworkers with Teams, ensuring that everyone is working with the most recent version and giving yourself the ability to edit documents together.

Learn how to upload and share files

How to organize meeting notes

You can add a centralized place for meeting notes on each channel by using the Wiki app.  Follow the steps below to create a space for meeting notes:

  1. Select Add a tab (+ icon) at the top of the channel you’d like to add notes to.
  2. In the Add a tab window, select Wiki. The Wiki will be added to your channel.
  3. In the menu at the top of the channel, select Wiki, and in the submenu, select Rename.
  4. Type "Meeting Notes" into the Tab name field, then select Save.  Your meeting notes are set up and ready to use.

Step 2: Learn how to chat and call effectively

Before you used Microsoft Teams, you may have been familiar with other chat and conferencing tools, such as WebEx or Skype. You might have used these to host a video conference or share your screen to review work with others. Use the resources below to learn how to perform these functions in Teams and what Teams can do beyond that basic functionality.

How to chat and call

Want to talk to a person or small group?  You can use teams to collaborate with a smaller group or to talk privately.  You can chat or do audio and video calls, and easily add another person to the conversation in real-time.

Learn how to start 1:1 or group chats

Learning how to use the command box (search box) is a great way to find people quickly.

Learn how to use the command box

How to manage meetings

Teams syncs with your Outlook calendar and allows you to set up new meetings, accept meetings you’ve been invited to, and join the Teams call for scheduled meetings.

Learn how to create, respond to, and join meetings

How to show your screen during calls

In Microsoft Teams, you can show your desktop, a specific app, presentation, or any file while in a meeting.

Learn how to show your screen

If you’re sharing a PowerPoint presentation, share the file directly instead of the traditional way of sharing your screen.  This will allow others to navigate through the deck at their own pace without interrupting you.

Learn how to show PowerPoint slides

How to multitask

You can keep working even while you're in a meeting.  You won’t drop the call or lose the ability to be heard or seen.

Learn how to multitask